Attention Economy


Friday, April 5, 2019

Portfolio Diversification

How emerging-market local-currency bonds might fit in your portfolio
https://www.economist.com/finance-and-economics/2019/03/30/how-emerging-market-local-currency-bonds-might-fit-in-your-portfolio

UPDATE: US Tech Stocks - Overvalued?
The Only Thing Going Right for Tech Companies Is the Stock Market
““I can’t remember a time in my career when institutional investors have been so preoccupied with what everyone else is doing,” said Wilson, who advised investors to avoid tech stocks. “When investors are more focused on what everyone else is doing, rather than what the fundamentals are doing, it’s probably the end of a trend.””